+503.8%
APP vs APO
+173.1%
+330.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.9% |
| 7D | +10.6% | +3.5% | +7.1% | +8.0% |
| 30D | +44.6% | +4.4% | +40.2% | +38.7% |
| 3M | +29.6% | -12.1% | +41.7% | +39.5% |
| 6M | -19.8% | -7.2% | -12.5% | -18.0% |
| YTD | -41.6% | -15.1% | -26.5% | -37.7% |
| 1Y | -32.7% | -7.7% | -25.0% | -32.8% |
| 3Y | +799.0% | +49.6% | +749.4% | +499.2% |
| 5Y | +250.4% | +78.3% | +172.1% | +79.8% |
| All | +503.8% | +173.1% | +330.7% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling